• RegDipFP – Regulated Diploma in Financial Planning (DipPFS)
    This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.
  • FPFS – Fellow, Personal Finance Society
    Trevor is a Fellow of the Personal Financial Society (FPFS) which is the very highest designation awarded by the PFS.

Chartered Financial Planner

Having achieved the APFS designation, advisers can go on to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Chartered Insurance Institute

Fellow of the Personal Finance Society

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Trevor Johnston

Chartered Financial Planner

Trevor has worked within the financial planning industry for more than 20 years, primarily as an independent financial planner.

Trevor’s expertise lies in providing people with specialist knowledge of their investments, retirement, and estate planning options. His aim is to help people gain a better understanding of their personal financial situation and know what options they have.

For Trevor, financial planning is about helping people realise that they can have the right plans in place to live the life they want now and in the future.

Trevor is proud to hold chartered status, which is the highest mark of trust, capability, and professionalism in the industry. He has also received three awards from the Chartered Insurance Institute for exceptional performance and outstanding professional achievements, including the IINI Chartered Financial Planner 2019 award. In 2020 Trevor was awarded Fellow of the Personal Finance Society.

Reviews and Ratings for Financial adviser Trevor Johnston, Belfast


Outside of work

Trevor lives in Coleraine with his wife, Alison, a primary school teacher and the couple’s two boys who keep them occupied and ensure life is never dull.

Having been an enthusiastic golfer in the past, Trevor’s family commitments mean that today he doesn’t have much time to spend searching in the rough.

Thankfully, Trevor’s children also enjoy another of his pastimes, fishing, so you can find the family relaxing while trying to tempt a few cod around the Skerries off the North Coast.

In the spotlight

My proudest moment as an IFA was…

Achieving Chartered financial planner status. It was a huge personal effort as I had a young family at the time, and I was relieved to pass my final exam and proud to achieve first place with the Chartered Insurance Institute.

The things I love most about my job are…

Working at a firm with a genuine moral compass, knowing I’m able to provide my clients with an independent advice service, and helping clients realise they can afford to make the transition into retirement.

The types of people I most enjoy working with are…

Clients with who I’m able to develop long-term relationships. I’ve built up personal friendships with many of my clients over the years and really enjoy working closely with them and their families.

Get in touch

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